See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,142 | $72,404-69.4% | $110,238-79.9% | $64,186-65.5% |
| Participation rate | 73.1% | 73.3%-0.3pp | 79.8%-6.7pp | 69.6%+3.5pp |
| Annual return | -11.67% | -6.29%-5.4pp | 314.74%-326.4pp | 7.63%-19.3pp |
| Employer contribution / active EE | $2,890 | $2,282+26.7% | $3,826-24.5% | $2,381+21.4% |
| Participant deferral / active EE | $5,277 | $3,469+52.1% | $4,672+13.0% | $3,470+52.1% |
| Admin fee / account holder | $8,377 | $5,664+47.9% | $8,547-2.0% | $4,888+71.4% |